Choice Hotels (CHH) came out with quarterly earnings of $1.34 per share, missing the Zacks Consensus Estimate of $1.38 per share. This compares to earnings of $1.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -2.90%. A quarter ago, it was expected that this hotel franchiser would post earnings of $1.50 per share when it actually produced earnings of $1.55, delivering a surprise of 3.33%.Over the last four quarters, the com ...

Company Performance - Hilton Grand Vacations (HGV) reported quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.49 per share, and down from $0.95 per share a year ago, representing an earnings surprise of -81.63% [1] - The company posted revenues of $1.15 billion for the quarter ended March 2025, missing the Zacks Consensus Estimate by 7.47%, and down from $1.16 billion year-over-year [2] - Over the last four quarters, Hilton Grand Vacations has not surpassed consensus EPS estimates and has topped consensus revenue estimates only once [2] Stock Performance - Hilton Grand Vacations shares have declined approximately 13.7% since the beginning of the year, compared to a decline of -5.3% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.86 on revenues of $1.35 billion, and for the current fiscal year, it is $3.42 on revenues of $5.4 billion [7] Industry Outlook - The Hotels and Motels industry, to which Hilton Grand Vacations belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that tracking these revisions can be beneficial for investors [5]

Core Insights - Hyatt Hotels reported quarterly earnings of $0.46 per share, exceeding the Zacks Consensus Estimate of $0.30 per share, but down from $0.71 per share a year ago, indicating an earnings surprise of 53.33% [1] - The company generated revenues of $1.72 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.93% and slightly up from $1.71 billion year-over-year [2] - The stock has underperformed, losing approximately 28.2% since the beginning of the year compared to the S&P 500's decline of 5.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.83 on revenues of $1.75 billion, and for the current fiscal year, it is $2.59 on revenues of $6.85 billion [7] - The estimate revisions trend for Hyatt Hotels is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Hotels and Motels industry is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Wyndham Hotels (WH) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.78 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.88%. A quarter ago, it was expected that this hotel and resort chain would post earnings of $1 per share when it actually produced earnings of $1.04, delivering a surprise of 4%.Over the last four quarters, the comp ...

Group 1 - Civeo reported a quarterly loss of $0.72 per share, which was better than the Zacks Consensus Estimate of a loss of $0.78, but worse than a loss of $0.26 per share a year ago, indicating an earnings surprise of 7.69% [1] - The company posted revenues of $144.04 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 1.91%, and down from $166.12 million in the same quarter last year [2] - Civeo shares have declined approximately 11.6% since the beginning of the year, compared to a decline of 5.5% for the S&P 500 [3] Group 2 - The earnings outlook for Civeo is mixed, with the current consensus EPS estimate for the coming quarter at $0.24 on revenues of $166.34 million, and for the current fiscal year at -$0.25 on revenues of $652.81 million [7] - The Hotels and Motels industry, to which Civeo belongs, is currently ranked in the top 33% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - Hilton Worldwide Holdings Inc. reported quarterly earnings of $1.72 per share, exceeding the Zacks Consensus Estimate of $1.61 per share, and showing an increase from $1.53 per share a year ago, indicating a positive earnings surprise of 6.83% [1] Financial Performance - The company posted revenues of $2.7 billion for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.45%, but up from $2.57 billion year-over-year [2] - Over the last four quarters, Hilton has surpassed consensus EPS estimates four times and topped revenue estimates twice [2] Stock Performance - Hilton Worldwide shares have declined approximately 10.3% since the beginning of the year, compared to a 6% decline in the S&P 500 [3] - The current Zacks Rank for Hilton is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $2.13 on revenues of $3.19 billion, and for the current fiscal year, it is $7.86 on revenues of $12.09 billion [7] - The estimate revisions trend for Hilton Worldwide is mixed, which may change following the recent earnings report [6] Industry Context - The Hotels and Motels industry is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Choice Hotels International, Inc. (CHH) is benefiting from steady unit growth and a strong global pipeline. The company is seeing improved performance due to rising demand across its portfolio. Strategic partnerships and a focus on rewards programs are also supporting growth. However, an uncertain macroeconomic environment is a concern.Let us discuss the factors that highlight why investors should retain the stock for now.Growth Catalysts for CHH StockSolid Business Travel Demand: Choice Hotels is witnessin ...

Company Overview - Wyndham Hotels (WH) is headquartered in Parsippany and operates in the Consumer Discretionary sector [3] - The stock has experienced a price decline of 21.04% since the beginning of the year [3] Dividend Information - Wyndham Hotels currently pays a dividend of $0.41 per share, resulting in a dividend yield of 2.06%, which is significantly higher than the Hotels and Motels industry's yield of 0.55% and the S&P 500's yield of 1.76% [3] - The annualized dividend of $1.64 represents a 7.9% increase from the previous year, with an average annual increase of 37.72% over the past five years [4] - The company's current payout ratio is 35%, indicating that it pays out 35% of its trailing 12-month earnings per share as dividends [4] Earnings Expectations - The Zacks Consensus Estimate for Wyndham Hotels' earnings in 2025 is projected at $4.82 per share, reflecting an expected increase of 11.32% from the previous year [5] Investment Considerations - Dividends are favored by investors for various reasons, including tax advantages and risk reduction in portfolios [6] - WH is considered a compelling investment opportunity due to its strong dividend performance and current Zacks Rank of 3 (Hold) [7]

Core Viewpoint - Hilton Worldwide Holdings Inc. (HLT) is trading at a premium compared to its industry peers and the broader market, indicating strong market confidence in its growth potential and financial performance [1][3][19] Valuation Comparison - HLT has a forward 12-month price-to-earnings (P/E) ratio of 27.60X, higher than the Zacks Hotels and Motels industry average of 21.65X, the S&P 500 index at 20.52X, and the Consumer Discretionary sector at 17.62X [1] - Compared to similar companies, HLT's valuation is also premium, with Choice Hotels International, Inc. (CHH) at 18.75X, Marriott International, Inc. (MAR) at 22.61X, and Hilton Grand Vacations Inc. (HGV) at 10.06X [2] Financial Performance - HLT's stock has increased by 7.1% over the past year, while the industry has seen a decline of 0.3% [3] - The company is experiencing growth in revenue per available room (RevPAR), with a 2.7% year-over-year increase in 2024, driven by a 0.8% rise in occupancy and a 1.6% increase in average daily rate [7] Expansion Efforts - Hilton is focused on expanding its global presence, adding 973 hotels and nearly 100,000 rooms in 2024, marking a net unit growth of 7.3%, the largest in its history [9] - The company anticipates a net unit growth of 6-7% for 2025, supported by strong travel demand and ongoing expansion efforts [10] Growth Prospects - For 2025, Hilton expects RevPAR growth between 2% and 3%, with positive outlooks across all major segments, including corporate travel and conventions [10][11] - Analysts project an 11.1% year-over-year growth in earnings per share (EPS) for 2025, reflecting confidence in the company's performance despite its premium valuation [12] Challenges - Macroeconomic challenges, including rising interest rates and limited capital availability, are impacting business operations and growth [13] - Increased costs have affected profitability, with total expenses as a percentage of revenues rising to 78.8% in 2024, primarily due to higher payroll and procurement costs [15]

分组1 - Hilton Grand Vacations (HGV) reported quarterly earnings of $0.49 per share, missing the Zacks Consensus Estimate of $0.76 per share, and down from $1.01 per share a year ago, representing an earnings surprise of -35.53% [1] - The company posted revenues of $1.28 billion for the quarter ended December 2024, missing the Zacks Consensus Estimate by 0.89%, compared to year-ago revenues of $1.02 billion [2] - Over the last four quarters, Hilton Grand Vacations has surpassed consensus EPS estimates only once and topped consensus revenue estimates just once [2] 分组2 - The stock has added about 4% since the beginning of the year, outperforming the S&P 500's gain of 1.3% [3] - The current consensus EPS estimate for the coming quarter is $0.74 on $1.26 billion in revenues, and for the current fiscal year, it is $3.60 on $5.34 billion in revenues [7] - The Zacks Industry Rank indicates that the Hotels and Motels sector is currently in the bottom 32% of over 250 Zacks industries, which may impact stock performance [8]